Advisor at AverTrust Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AverTrust Wealth LLC
Location
Crown Point, IN
Credentials
Series 66
Industry experience
18 years
Eudora Adolph is a financial advisor with AverTrust Wealth LLC in Crown Point, IN, holding a Series 66 designation and 18 years of industry experience. She has been with AverTrust Wealth LLC since 2010. In addition to her advisory role, she is involved in the sale of various insurance products through multiple insurance companies. AverTrust Wealth LLC is a woman-owned independent investment adviser serving individuals, small businesses, trusts, and estates, with client focus areas including automotive and technical business owners, retirees, women, and medical professionals. The firm offers fee-based investment supervisory services and financial planning, typically managing accounts on a non-discretionary basis while incorporating technical, fundamental, and cyclical analysis in its investment process.
Based on AverTrust Wealth LLC
Based on AverTrust Wealth LLC
Based on AverTrust Wealth LLC
$0 - $250,000: 1.5% $250,000 - $499,999: 1.25% $500,000 - $1,999,999: 1% $2,000,000 - $6,999,999: 0.75% $7,000,000+: 0.6%
$200 per hour
Minimum fee: $125 minimum quarterly fee
Crown Point, IN
Indiana · Michigan
AverTrust Wealth LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Crown Point, IN
Harmony Wealth Management LLC
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Series 66
Schererville, IN
Santefort Investment Group, LLC
Series 65
Merrillville, IN
RCS Financial Advisors, Ltd
CFA®, Series 63
Munster, IN
EN+ Wealth
Series 63, Series 65
Lowell, IN
CWM Wealth Management, LLC
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